Filed October 10, 2024 (most recent of 8 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $345,210 |
SHARON L. WAY2+ years Service code 55 2 CRESCENT CT · MONTGOMERY, IL 60538 | Other Commissions | $88,708 |
BRIAN FREEMAN2+ years Filed as: BRIAN P. DEVLIN Service code 55 | Other Commissions | $82,894 |
KATHI L. MEYER CLINTON2+ years Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $79,713 |
JAMES R. MOLSTER2+ years Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $75,850 |
SEYFARTH SHAW LLP1 year Service code 99 · EIN 36-2152202 | Other Fees | $37,533 |
RALPH BERGER, ESQ2+ years Filed as: RALPH E. VARLAND Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $18,000 |
Filed as: DIMEO SCHNEIDER Service code 99 · EIN 36-4001764 | Other Fees | $16,055 |
AARON H. KIM2+ years Service code 55 | Other Commissions | $3,131 |
AARON H. KIM1 year Filed as: AARON H KIM Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,140 | $49,270+147.9% | $156,551-22.0% | $329,111-62.9% |
| Participation rate | 65.5% | 68.1%-2.6pp | 84.0%-18.5pp | 67.9%-2.3pp |
| Annual return | 8.06% | 23.25%-15.2pp | 32.23%-24.2pp | 16.35%-8.3pp |
| Employer contribution / active EE | $2,111 | $1,534+37.6% | $5,501-61.6% | $2,303-8.4% |
| Participant deferral / active EE | $4,887 | $2,920+67.4% | $4,871+0.3% | $3,682+32.7% |
| Admin fee / account holder | $36 | $51-28.4% | $13,028-99.7% | $754-95.2% |